Individual skill
success-planning-framework
Use to structure collaborative success plans with milestones, KPIs, and governance.
plugins/account-management/skills/success-planning-framework/SKILL.md
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# Success Planning Framework Skill
## When to Use
- Kicking off strategic accounts, renewals, or large expansions.
- Preparing QBR/EBR sessions that require clear impact narratives.
- Aligning internal and customer stakeholders on joint execution plans.
## Framework
1. **Objective Definition** – document customer outcomes, KPIs, and time horizons.
2. **Milestone Architecture** – break objectives into measurable milestones with owners.
3. **Governance Layer** – set review cadence, communication channels, and escalation triggers.
4. **Proof & Assets** – link data, case studies, product roadmap elements required per milestone.
5. **Measurement & Feedback** – capture progress, blockers, and new opportunities each cycle.
